Firm
Greenhouse Wealth Management
Westport, Connecticut
Fee-only
Greenhouse Wealth Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 71 individual clients, 67 of them high net worth.
- Its average account is about $922,000 (assets it manages divided by its 313 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | greenhousewealth.com |
| Phone | (203) 561-5002 |
Greenhouse Wealth Management fees
Greenhouse Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $289 million |
| Individual clients | 4 |
| High-net-worth clients | 67 |
| Accounts managed | 313 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-114887) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 283763 |